Posts

Exporting Different Forms of Payment Methods for Bills

We need to have different options for exporting payments from Bills to Quickbooks. Currently the payment options we have are:Paid through Service TitanPaid through Accounting SoftwarePrint CheckNon Check Payment(if don't click box for Print Check)We ...

DPereida by New Contributor
  • 107 Views
  • 0 replies
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Resolved! PO workflow

I am confused about the Bill that are created with PO. After I create a P.O. I receive it, I then create a receipt , then finally a bill. Then this is where I get stuck. What do I do with the bills, I have over 800 and I can’t do anything with them,

kaltec by New Contributor
  • 176 Views
  • 1 replies
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Invoice sent thru text

a nice feature to have in Service Titan would be the ability to send an invoice thru text message. We have a lot of customers who either refuse to give us email or just don't have/use email. Everybody seems to use text

smatney by New Contributor
  • 268 Views
  • 1 replies
  • 4 kudos

Signatures from estimate to invoice

Is there a way for signatures from an estimate can transfer to an invoice once the estimate is converted? We are having our customers sign estimates and then sending them the invoice to sign again. I feel we're asking for too many signatures and hone...

ddmcrystal by New Contributor II
  • 348 Views
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Can we add the online payment link to an estimate?

I know currently we can only add the online payment link to an invoice and a statement. We do majority Home Warranty Service calls and the Home Warranty customers we work with have to pay the full estimate amount first before we start sourcing, or do...

alyssa_d by New Contributor
  • 342 Views
  • 2 replies
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Audit trail_Unapplying credit card payment!

In the audit trail, the unapplied payment shows as 'deleted payment' instead of ' unapplied'. It is very confusing.I wish there is an update to have a proper phrase to be shown on the audit trail not to confuse anyone.

JENNA_YHC by New Contributor
  • 351 Views
  • 1 replies
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Phone number appearing on estimate and invoice

Hello,It would be nice to have the customers phone number show on the estimate and on the invoice. It could be located under the job address or bill to address. If you print it, then you have to go back into the system to get the customers phone numb...

Melurban by New Contributor
  • 1349 Views
  • 7 replies
  • 2 kudos

Resolved! Mobile Check Capture

It would be so great to be able to use the mobile check capture feature from the office side for checks that get mailed from commercial customers. I would be happy to login to my office account on a mobile device to be able to capture the photos. Thi...

AR Management screen export option

It would be helpful if results on the AR Management screen could be exported to excel. I would also like to see totals for all the columns on the AR Management screen.

ngoggin_ by New Contributor
  • 551 Views
  • 1 replies
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Resolved! Technician Names On Invoices

Has anyone else asked this question? How do we get our technician names on the invoices without having to manually type them into the job summary? Has anyone come up with a workaround? I attempted to create a custom field on an invoice, but the "invo...

jroberds by New Contributor II
  • 2345 Views
  • 8 replies
  • 3 kudos